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25. September 2018

Apple Reallocates iPhone XR Orders Among Suppliers Following Production Issues

Apple is reportedly shifting around iPhone XR orders amongst its manufacturing partners to ensure production issues don’t cause supply constraints when the smartphone officially launches late next month.

According to a Chinese-language Economic Daily News (EDN) report, Pegatron has lost up to half of its original iPhone XR orders to Foxconn, following delayed shipments of some key components and a shortage of workers at its plants in China.

Apple had originally divvied up between 50 and 60 percent of total orders for the lower-cost LCD iPhone to Foxconn, with Pegatron taking about 30 percent of orders. However, Apple has recently lowered the portion of [...]

 
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13. August 2018

Apple Has Certified Key Suppliers of 2018 iPhones as Volume Production Set to Begin

Apple has successfully completed certification of key component suppliers for its widely rumored trio of 2018 iPhones, expected to be announced in September, according to Taiwanese publication Economic Daily News.

2018 iPhone imitation models via Marques Brownlee/MKBHD The report claims that these suppliers have begun shipping large quantities of camera lenses, metal chassis, and other components to larger manufacturers, including Foxconn, which is expected to assemble the majority of 2018 iPhones, according to Taiwanese research firm Fubon Securities.

In particular, Fubon Securities said Foxconn will assemble every second-generation iPhone X, 90 percent of units [...]

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24. Januar 2018

Taiwanese Apple Suppliers Face Falling Stock Prices Amid Ongoing Concern Over Weakened iPhone X Demand

Three major Apple suppliers faced falling stock prices on the Nikkei Asia300 Index today, believed to be directly related to „concerns over demand for iPhone X.“ The three Taiwanese suppliers were Largan Precision, Hon Hai Precision Industry (Foxconn), and Taiwan Semiconductor Manufacturing Company, dropping 4.4 percent, 1 percent, and 3 percent on the index, respectively.

iPhone X demand concerns and decline in supplier stock prices came after the latest analyst report by JP Morgan yesterday, predicting „slashed“ iPhone X orders in the first part of 2018. In a research note reported by CNBC, analyst Narci Chang said „high-end smartphones are [...]

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17. Januar 2018

Apple Suppliers Anxious Over Lower-Than-Expected iPhone 8 Orders Going into 2018

iPhone suppliers are said to be preparing for low orders from Apple in the first quarter of 2018 because of a combination of seasonal factors and anxiety over reports of slower-than-expected sales of Apple’s latest smartphone line-up.

According to DigiTimes‚ sources in the supply chain, several component suppliers are bracing themselves for low order visibility for the full range of iPhone 8, iPhone 8 Plus, and iPhone X models.

Component orders for iPhone devices will come 15-30% less than expected for the first quarter due mostly to seasonal factors, but some sources argued that the slower-than-expected sales of iPhone 8 and iPhone 8 Plus have [...]

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